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Welltower

1,110 hedge funds and large institutions have $78.1B invested in Welltower in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 456 increasing their positions, 322 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,110
Holders Change
+64
Holders Change %
+6.12%
% of All Funds
14.78%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.31%
New
155
Increased
456
Reduced
322
Closed
76
Calls
$155M
Puts
$295M
Net Calls
-$140M
Net Calls Change
-$25.8M
Name Holding Trade Value Shares
Change
Shares
Change %
TCOV
1001
Trust Company of Vermont
Vermont
$23.7K -$126K -1,000 -84%
ME
1002
McIlrath & Eck
Washington
$23.2K
Q1WB
1003
Quest 10 Wealth Builders
Virginia
$23K +$23K +182 New
BONH
1004
Bank of New Hampshire
New Hampshire
$22.9K
GWSG
1005
GPS Wealth Strategies Group
Colorado
$22.1K +$126 +1 +0.6%
BLC
1006
Brown, Lisle/Cummings
Rhode Island
$22.1K
WA
1007
WPG Advisers
Maryland
$21.7K +$21.7K +172 New
SN
1008
Sittner & Nelson
Oregon
$21.6K
BAM
1009
Bellevue Asset Management
Washington
$21.4K
AEPWM
1010
Atlantic Edge Private Wealth Management
Florida
$20.9K
RCM
1011
Raleigh Capital Management
North Carolina
$20.7K -$630 -5 -3%
T
1012
Transce3nd
Texas
$20.2K +$20.2K +160 New
PPC
1013
Park Place Capital
Alabama
$19K
HEIP
1014
Hudson Edge Investment Partners
New Jersey
$18.9K
AFG
1015
Albion Financial Group
Utah
$18.7K +$1.64K +13 +10%
SIS
1016
Strategic Investment Solutions
Illinois
$18.4K
OLVIG
1017
Oliver Lagore Vanvalin Investment Group
Michigan
$18.4K +$3.91K +31 +27%
BFS
1018
Burkett Financial Services
South Carolina
$18.2K +$126 +1 +0.7%
HBW
1019
Hazlett, Burt & Watson
West Virginia
$18K
BBHC
1020
Brown Brothers Harriman & Co
New York
$17.8K +$11.3K +90 +176%
PWA
1021
Provenance Wealth Advisors
Florida
$17.5K
CFFP
1022
Center for Financial Planning
Michigan
$16.8K
AT
1023
Arlington Trust
Alabama
$16.5K
WWM
1024
Wolff Wiese Magana
California
$16.1K
DF
1025
Dunhill Financial
United Kingdom
$16.1K +$2.89K +23 +22%